CLIENT-READY SUPPORT
A range of videos and materials designed specifically for you to share with your clients, covering general financial education as well as product resources.
LIFE BEYOND WORK
We invited family members to openly speak about life beyond work and what retirement means to them.
PRODUCT RESOURCES
Client-ready product brochures providing an introduction to some of our key funds and ranges
Consumer brochures
- BNY Mellon FutureLegacy Funds Brochure
- BNY Mellon Multi-Asset Balanced Fund Retail Brochure
- BNY Mellon Multi-Asset Diversified Return Fund Retail Brochure
- BNY Mellon Multi-Asset Growth Fund Retail Brochure
- BNY Mellon Multi-Asset Income Fund Brochure
- BNY Mellon Multi-Asset Moderate Fund Retail Brochure
EDUCATIONAL RESOURCES
A range of guides explaining some key financial terms as well as infographics designed to provide more context on macroeconomic themes.
Articles
Meet Jessica
Meet Jessica, a 60-year old considering her retirement options. This infographic highlights the importance of finding the right balance between risk and reward.
How would you like to spend your retirement?
We take a look at potential the cost of retirement and how your spending may change when you stop working.
How much income will I need in retirement?
Help your clients understand how much income they will need to fund their lifestyle in retirement with this short video that explores the Pension and Lifetime Savings Associations’ retirement living standards.
Investing for retirement income
Getting the right balance of risk and reward is key to investing for retirement income. In this video, we look at how different investment approaches could impact your retirement pot.
Benefits of flexibility for retirement income investment
When we invest for retirement income we hope the money will last. But with investing comes risk. We take a look at two examples and the impact different approaches can have on retirement pots.
Educational videos
